Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1989.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
85 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
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Who runs it and what they're paid
21 people listed on the 990; $1.3M paid to officers and key staff.
Anita L Holt’s $337K as President, CEO is at the 82nd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Anita L Holt | $336,743 | $315,308 | $311,725 | $308,624 | — | — |
| Anital L Holt | — | — | — | — | $309,807 | $309,003 |
| Karen E Henry | $236,993 | $210,164 | $220,582 | $213,907 | $213,997 | $211,540 |
| Sharon Pitt | $198,710 | $187,627 | $191,763 | $192,657 | $174,001 | — |
| Lee Ann Bailey-Clayton | $145,872 | $137,222 | $137,610 | $120,659 | $116,667 | $117,003 |
| Nathan Summers | $140,270 | $132,128 | $112,627 | $100,320 | — | — |
| April Ravelli | $113,297 | — | $130,843 | — | — | — |
| Rashad Wilson | $111,379 | — | — | — | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Provides a continuing care retirement community that fosters independent, active, and secure living with assisted living and skilled nursing services for older adults.
Questions for Forest at Duke INC
Your first name shows with your question. Forest at Duke INC answers here, for everyone.
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The Forest at Duke welcomed its first residents in 1992 with a mission to provide a caring, responsible community that fosters the independence of residents of retirement age by enhancing their ability to lead purposeful, active, healthy and secure lives.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2025 990, line by line.
Download 990
| Line | Start FY25 | End FY25 |
|---|---|---|
| Cash and savingsLn 1–2 | $26.7M | $43.5M |
| InvestmentsLn 11–13 | $33.8M | $36.7M |
| Land, buildings, equipmentLn 10c | $121.8M | $162.4M |
| Total assetsLn 16 | $183.3M | $243.9M |
| LiabilitiesLn 26 | $173.1M | $231.6M |
| Net assetsLn 32 | $10.2M | $12.3M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $1.4M | $1.4M | ||
| Pay of current officers, directors and key staffLn 5 | $592K | $118K | $474K | |
| Other salaries and wagesLn 7 | $12.2M | $9.3M | $3.0M | |
| Pension plan contributionsLn 8 | $285K | $235K | $50K | |
| Other employee benefitsLn 9 | $1.9M | $1.6M | $337K | |
| Payroll taxesLn 10 | $950K | $825K | $124K | |
| Legal feesLn 11b | $5K | $5K | ||
| Accounting feesLn 11c | $230K | $230K | ||
| Professional fundraising feesLn 11e | $11K | $11K | ||
| Investment management feesLn 11f | $174K | $174K | ||
| Other fees for servicesLn 11g | $1.3M | $1.1M | $162K | $0 |
| Advertising and promotionLn 12 | $293K | $293K | ||
| Office expensesLn 13 | $2.7M | $2.0M | $638K | |
| Information technologyLn 14 | $274K | $265K | $9K | |
| OccupancyLn 16 | $2.0M | $2.0M | ||
| TravelLn 17 | $209K | $112K | $97K | |
| InterestLn 20 | $2.0M | $2.0M | ||
| Depreciation, depletion and amortizationLn 22 | $6.9M | $6.9M | ||
| InsuranceLn 23 | $363K | $363K | ||
| Other expenses (24a–d)Ln 24 | $1.8M | $1.8M | $6K | |
| All other expensesLn 24e | $0 | $0 | $0 | $0 |
| Total functional expensesLn 25 | $35.6M | $30.4M | $5.3M | $11K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 Latest Viewing | $34.5M | $35.6M | −$1.2M | $12.3M | 990 PDF |
| FY2024 | $31.3M | $33.5M | −$2.1M | $10.2M | 990 PDF |
| FY2023 | $24.3M | $29.3M | −$4.9M | $12.0M | 990 PDF |
| FY2022 | $28.6M | $26.7M | $1.9M | $14.7M | 990 PDF |
| FY2021 | $26.3M | $25.1M | $1.2M | $18.2M | 990 PDF |
| FY2020 | $27.8M | $25.5M | $2.3M | $14.4M | 990 PDF |
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Schedules filed Part IV
See the full FY2025 990 (6 parts)
Part I · Summary $34,469,066 revenue, 12 lines filed
Part VI · Governance 14 of 14 board members independent, no flags
Part VIII · Statement of revenue $34,469,066 across 8 lines filed
Part IX · Statement of functional expenses $35,633,057 across 21 lines filed
Part X · Balance sheet $243,873,442 assets, 17 lines filed
Part XI · Reconciliation of net assets $12,295,586 net assets at year end
Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File
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